Store and Merchandising Audit Made Easy

Simplified Retail Audit

Your merchandisers and auditors just need to log in to OptimMerchandising on their phone or tablet to know what outlets they need to audit and follow the defined steps for their audits.

Actionable Reports

The data from retail audit is collected in real time and aggregated in detailed and actionable reports. You save time and gain actionable insights.

Enterprise Level

You have full flexibility in defining all masters, including planograms, promotions and more. Workflows for merchandisers are fully customisable.

Store audit

Do you supervise Reps visiting outlets? Whatever the type of outlets (shops, restaurants, petrol stations, spas or any other type), OptimMerchandising is the perfect app to organise, conduct and analyse store audits.

OptimMerchandising allows you to easily create tasks lists and plan your Reps’ visits. Rep just log into the mobile app to know their tasks and report on their visits. You can then analyse in real time the results of these visits, including any potential issue reported.

Stock take

Do you need to track inventory of products? Whether your products are displayed in shops and store elsewhere, you can easily track your inventories with the OptimMerchandising app. Stock takes visits are conducted by scanning barcodes directly with your mobile phone. You can issue re-order forms based on each visit.

Real time reports on stock takes are available for the manager, as well as OOS (out-of-stock) reports or uncompleted visit reports. You can manage a large number of products with a lot of granularity (client, category, packing, brand or mapping).

Merchandising audit

Merchandising audit has never been easier with the OptimMerchandising app. Designed as an enterprise level app, OptimMerchandising gives you the same level of technology even if you have only a few merchandisers.

Each merchandiser conducts his visits and reporting using the mobile for scanning barcodes, taking pictures or reporting issues. As a manager you can plan visits, access real-time actionable reports on those visits. The master data allows you to manage multiple clients, promotion prices and a lot more features.

Used by the distributors of the following brands:

Why use OptimMerchandising

OptimMerchandising will improve your retail audit process in two ways:

Make the work of your merchandisers easier and faster,

Simplify the supervision of retail audits with actionable reports.

No more guesswork for your merchandisers: you can define their workflows with a lot of granularity. Once they log into the OptimMerchandising app, they will have their list of outlets to visit and just need follow the workflow for each visit.

OptimMerchandising makes it easy for you to add large number of products, brands, price lists, outlets and more. Built on many years of working with the retail industry, OptimMerchandising is a simple to use and yet very powerful tool.

Once audits are completed, data is collected in real time into detailed reports from which you can gain insight and take action to optimise your sales.

Mystery shopping

Do you use mystery shoppers to check the quality of your outlets? With OptimMerchandising your mystery shoppers will know exactly what to do when they visit your outlets and can report discreetly in their mobile phone while conducting their visits.

We offer special plans and pricing for mystery shopping: contact us to know more.

Data import and setup

Optim Merchandising work for large and small companies alike. If you need to import a large volume of data, whether products, locations, reps or anything else, just contact us and we will assist you with this process.